NVWM, LLC
YARDLEY PA · SEC CIK 0001697274
$4.96亿2026Q2 申报市值
773持仓数
26.6%前十大占比 · 第一大 4.3%
48 / 38新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GOOGL 加仓+$209.92万
HYG 加仓+$194.36万
JNJ 加仓+$184.41万
EXXON MOBIL CORP 加仓+$178.15万
PH 加仓+$177.54万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$469.03万
GDX 减仓-$302.27万
TLT 清仓-$262.59万
AMAT 减仓-$224.77万
MBB 清仓-$199.13万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CPAY | CORPAY INC COM SHS | $1,000 | 0.00% | 3 | -1 | -25.0% | -$333 | 减仓 |
| EPOL | ISHARES MSCI POLAND ETF | $1,011 | 0.00% | 26 | 14 | 116.7% | $544 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $1,053 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RUM | RUM GROUP INC COM CL A | $1,059 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC SHS CL A | $1,061 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC COM | $1,077 | 0.00% | 6 | -5 | -45.5% | -$898 | 减仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $1,085 | 0.00% | 8 | -22 | -73.3% | -$2,984 | 减仓 |
| DASH | DOORDASH INC CL A | $1,107 | 0.00% | 6 | -2 | -25.0% | -$369 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $1,117 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC CL A NEW | $1,130 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC COM | $1,131 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP COM | $1,132 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CRNC | CERENCE INC COM | $1,132 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC COM | $1,136 | 0.00% | 10 | 5 | 100.0% | $568 | 加仓 |
| DHI | D R HORTON INC COM | $1,140 | 0.00% | 7 | 2 | 40.0% | $326 | 加仓 |
| CDE | COEUR MNG INC COM NEW | $1,142 | 0.00% | 70 | 25 | 55.6% | $408 | 加仓 |
| DG | DOLLAR GEN CORP COM | $1,151 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $1,154 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC COM | $1,158 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $1,162 | 0.00% | 4 | 1 | 33.3% | $290 | 加仓 |
| — | GLOBAL X MSCI COLOMBIA ETF | $1,166 | 0.00% | 28 | 13 | 86.7% | $541 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $1,168 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC COM | $1,180 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $1,212 | 0.00% | 9 | 5 | 125.0% | $673 | 加仓 |
| PPG | PPG INDS INC COM | $1,213 | 0.00% | 10 | 5 | 100.0% | $606 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $1,222 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | WAHED DOW JONES ISLAMIC WORLD ETF | $1,224 | 0.00% | 31 | 13 | 72.2% | $513 | 加仓 |
| FISV | FISERV INC COM | $1,226 | 0.00% | 25 | 5 | 25.0% | $245 | 加仓 |
| PSA | PUBLIC STORAGE COM | $1,273 | 0.00% | 4 | 2 | 100.0% | $636 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $1,279 | 0.00% | 5 | -1 | -16.7% | -$256 | 减仓 |
| CVNA | CARVANA CO CL A | $1,316 | 0.00% | 20 | 10 | 100.0% | $658 | 加仓 |
| EQT | EQT CORP COM | $1,329 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $1,331 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC COM | $1,332 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | DOLLARAMA INC COM | $1,334 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO COM | $1,334 | 0.00% | 35 | 5 | 16.7% | $191 | 加仓 |
| TRGP | TARGA RES CORP COM | $1,341 | 0.00% | 5 | 1 | 25.0% | $268 | 加仓 |
| DOV | DOVER CORP COM | $1,346 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $1,354 | 0.00% | 11 | -7 | -38.9% | -$862 | 减仓 |
| GWW | WW GRAINGER INC COM | $1,360 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC COM | $1,364 | 0.00% | 7 | 1 | 16.7% | $195 | 加仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $1,374 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $1,374 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $1,378 | 0.00% | 5 | -4 | -44.4% | -$1,102 | 减仓 |
| BKR | BAKER HUGHES COMPANY CL A | $1,388 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC COM | $1,397 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| VIR | VIR BIOTECHNOLOGY INC COM | $1,427 | 0.00% | 140 | 40 | 40.0% | $408 | 加仓 |
| MTB | M & T BK CORP COM | $1,428 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC COM | $1,435 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO COM | $1,444 | 0.00% | 26 | 10 | 62.5% | $555 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $1,462 | 0.00% | 5 | 3 | 150.0% | $877 | 加仓 |
| LAND | GLADSTONE LD CORP COM | $1,467 | 0.00% | 172 | 3 | 1.8% | $26 | 加仓 |
| CHWY | CHEWY INC CL A | $1,474 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| IEP | ICAHN ENTERPRISES LP DEPOSITARY UNIT | $1,474 | 0.00% | 204 | 31 | 17.9% | $224 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $1,479 | 0.00% | 15 | -4,000 | -99.6% | -$39.44万 | 减仓 |
| EIX | EDISON INTL COM | $1,489 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $1,498 | 0.00% | 2 | -36 | -94.7% | -$2.70万 | 减仓 |
| XYZ | BLOCK INC CL A | $1,520 | 0.00% | 20 | 10 | 100.0% | $760 | 加仓 |
| UPST | UPSTART HLDGS INC COM | $1,523 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $1,546 | 0.00% | 7 | -3 | -30.0% | -$663 | 减仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $1,553 | 0.00% | 16 | -5 | -23.8% | -$485 | 减仓 |
| NVO | NOVO-NORDISK A S ADR | $1,553 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $1,555 | 0.00% | 81 | 1 | 1.2% | $19 | 加仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $1,571 | 0.00% | 55 | 55 | — | $1,571 | 新建仓 |
| FOXA | FOX CORP CL A COM | $1,575 | 0.00% | 30 | 1 | 3.4% | $52 | 加仓 |
| PCG | PG&E CORP COM | $1,581 | 0.00% | 94 | 10 | 11.9% | $168 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $1,590 | 0.00% | 12 | 2 | 20.0% | $265 | 加仓 |
| AVAV | AEROVIRONMENT INC COM | $1,651 | 0.00% | 10 | -2,812 | -99.6% | -$46.43万 | 减仓 |
| RKT | ROCKET COS INC COM CL A | $1,654 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC COM | $1,658 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| AON | AON PLC SHS CL A | $1,658 | 0.00% | 5 | 2 | 66.7% | $663 | 加仓 |
| CSX | CSX CORP COM | $1,664 | 0.00% | 35 | 10 | 40.0% | $475 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $1,667 | 0.00% | 10 | -3 | -23.1% | -$500 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $1,679 | 0.00% | 2 | 2 | — | $1,679 | 新建仓 |
| MRNA | MODERNA INC COM | $1,681 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC COM | $1,682 | 0.00% | 3 | 1 | 50.0% | $561 | 加仓 |
| COR | CENCORA INC COM | $1,698 | 0.00% | 6 | 2 | 50.0% | $566 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $1,722 | 0.00% | 5 | -4 | -44.4% | -$1,378 | 减仓 |
| KEY | KEYCORP COM | $1,729 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC COM NEW | $1,734 | 0.00% | 40 | 35 | 700.0% | $1,517 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $1,735 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $1,742 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC COM | $1,744 | 0.00% | 12 | 2 | 20.0% | $291 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $1,750 | 0.00% | 7 | -1 | -12.5% | -$250 | 减仓 |
| ADSK | AUTODESK INC COM | $1,750 | 0.00% | 9 | 4 | 80.0% | $778 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $1,758 | 0.00% | 10 | 1 | 11.1% | $176 | 加仓 |
| SAM | BOSTON BEER INC CL A | $1,770 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $1,770 | 0.00% | 15 | 13 | 650.0% | $1,534 | 重新持有 |
| MPC | MARATHON PETE CORP COM | $1,790 | 0.00% | 7 | 1 | 16.7% | $256 | 加仓 |
| USB | US BANCORP COM NEW | $1,812 | 0.00% | 30 | 10 | 50.0% | $604 | 加仓 |
| IT | GARTNER INC COM | $1,815 | 0.00% | 14 | -7 | -33.3% | -$908 | 减仓 |
| RJF | RAYMOND JAMES FINL INC COM | $1,824 | 0.00% | 12 | -3,709 | -99.7% | -$56.38万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $1,824 | 0.00% | 20 | 5 | 33.3% | $456 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC COM | $1,856 | 0.00% | 11 | 1 | 10.0% | $169 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $1,876 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $1,878 | 0.00% | 24 | -398 | -94.3% | -$3.11万 | 减仓 |
| EL | LAUDER ESTEE COS INC CL A | $1,895 | 0.00% | 24 | -5 | -17.2% | -$395 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $1,898 | 0.00% | 49 | 24 | 96.0% | $930 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $1,900 | 0.00% | 13 | -13 | -50.0% | -$1,900 | 减仓 |
| GRMN | GARMIN LTD SHS | $1,900 | 0.00% | 8 | 0 | 0.0% | — | 不变 |